Our Virtual Assistants are based inside the United States as well as based in our foreign call centers.  You can expect security to be a number choice when it comes to working with our company.  We make it a top priority to secure your data.

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Sample tasks our Virtual Assistants complete

  • Receive incoming calls from clients collect data to process changes
  • Prepare a new insurance quote
  • Collect necessary info from caller to add/change vehicle.
  • Process a Certificate of insurance, Collect a payment, Send Insurance ID cards, and much more using our Live script system.
  • Late Payment and Cancellation reminder calls
  • Followup for trailing documents from underwriting
  • Thank you, Birthday, and welcome calls
  • Confirmation of Certificates of Insurance
  • Claims follow up
  • Creation and sending of Certificates of Insurance
  • Filling all types of Acord Forms
  • Reconciling commissions statements
  • Basic bookkeeping and accounting of bank statements and invoices
  • General data entry and filling of forms

Get a Virtual Assistant through our company or bring your own VA and we’ll host them for you.  Work with a professional company to ensure data security and compliance with local employment laws.

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